Baker Tilly - Springfield, IL

posted 4 months ago

Full-time - Mid Level
Springfield, IL
10,001+ employees

About the position

The Senior Underwriter position within Baker Tilly Capital, LLC's Development Community Advisory - Capital Formation ("DCA") team offers a great opportunity to be part of a growing team within our FINRA Broker-Dealer and be a valued business advisor delivering industry-focused financial services to energy and infrastructure clients. Baker Tilly Capital is a Boutique Investment Bank that specializes in Tax Credits, Mergers & Acquisitions, capital sourcing, project finance, and corporate advisory. Baker Tilly has financed over 1,000 tax credit transactions and over $20 Billion in tax credits (e.g. 45Q, New Markets Tax Credit, Affordable Housing, Historic Tax Credits and Opportunity Zones). We have closed transactions with nearly all of the top 20 largest U.S. banks, along with many regional and community banks, and numerous Fortune 500 corporations. We are looking to leverage this experience and investor base in clean energy. The Energy Team, focused on the Inflation Reduction Act, is currently forty-five strong. As companies and their employees navigate the tremendous energy transition underway from traditional energy toward clean energy and decarbonization, you will help them develop and finance key energy infrastructure projects. You will work side-by-side with practice area leadership to serve clients who are developing and financing the energy infrastructure of the future, while playing a direct role in building the business within Baker Tilly and having direct firm success. As one of the fastest growing financial services firms in the nation, with 61 offices across the country, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about you and your development.

Responsibilities

  • Immerse in the field of Energy, learning about the companies, technologies, and systems that deliver energy resources.
  • Customize detailed financial models for deal specific structuring elements and circumstances, incorporating multiple tax credit programs, government incentives, and non-traditional financing programs.
  • Assist in securing financing and equity sources for transactions, and negotiating financing agreements from these sources.
  • Assist with acquisition, preservation, disposition and recapitalization strategies for owners of energy asset portfolios.
  • Assist with various aspects of transactions involving federal tax including preparing the relevant application materials and structuring monetization of the credits to help clients.

Requirements

  • Bachelor's degree in finance, economics, or a related field.
  • 5+ years of experience in underwriting, financial analysis, or investment banking, preferably in the energy sector.
  • Strong understanding of financial modeling and valuation techniques.
  • Experience with tax credit financing and federal tax regulations.
  • Excellent communication and negotiation skills.

Nice-to-haves

  • Master's degree in business administration or finance.
  • Experience with clean energy projects and financing.
  • Familiarity with the Inflation Reduction Act and its implications for energy financing.
  • Professional certifications such as CFA or CPA.

Benefits

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) retirement plan with company matching.
  • Flexible work hours and remote work options.
  • Professional development and continuing education opportunities.
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